School of Business Dean’s Advisory Council

As a senior partner with Ernst & Young, David Farrell provided strategic direction, leadership and outstanding client service for 34 years. Through his leadership positions within Ernst & Young and by providing assurance and advisory solutions to corporate America, Farrell has extensive and diverse experience in strategic thinking, execution and resolution management, risk management and talent development. Farrell was a member of the U.S. banking and capital markets assurance practice committee responsible for the direction, execution and oversight of the firm’s U.S. practice. As a senior partner within the financial services industry practice, Farrell led high-energy and diverse teams that served and advised multi-nationals, Fortune 500, domestic and regional corporations including banks, private equity, specialty finance and technology, REITs and hedge and other fund groups.

Farrell is a 1983 graduate of the university (BS in accounting). His wife, Pat, is also a graduate of the university (1984). Both were presented with the Quinnipiac University Distinguished Alumni Award in 2004. He has also served on the Alumni Council.

Don Desiderato ’84 is a former Fortune 100 executive and the founder of Mantissa Group LLC, a strategy consulting firm serving the CIO executive and their extended leadership teams. He is a deeply experienced senior technology executive who helps leaders with their strategic technology plans and simultaneously focuses on leadership development and culture.

Don’s most recent role was the Chief Information Officer (CIO) for New York Life. He was accountable for New York Life’s core insurance and strategic insurance businesses and agency technology. In this role, Don was accountable for managing a large-scale transformation effort ranging from core Insurance and sales platforms to the modernization of infrastructure and data environment. In addition, he was a member of the Insurance Group Senior Leadership Team. Don’s previous New York Life roles included CIO for the investments group technology. In this role, he was on the Investments Group Senior Leadership team and led similar transformation initiatives. During his tenure, he regularly interacted with members of the Executive Management Committee and has presented to the Board of Directors.

Don’s previous experiences at multiple large organizations resulted in a philosophy of driving business results through the creation of highly integrated business and people strategies at multiple levels in the organization. His prior technical accomplishments include leading a largest-of-its-kind life insurance technology transformation program delivering both financial and technical results and fully implementing a full-scale annuities modernization program. He has also built numerous businesses, driven multi-year technology roadmaps and become known for the depth and breadth of details in his CIO 100-day report—used not only for new leaders but also for leaders who have a new mandate. Finally, Don has served as an executive coach inside and out of his industry while implementing a philosophy of building exceptional leaders, extended leadership teams and formalized succession plans.

Don earned a BS in Computer Information Systems from Quinnipiac University.

With more than 23 years of experience, Jeanna Doherty serves as the coordinating partner on a variety of clients, including several multi-billion dollar health systems, academic medical centers, teaching hospitals and other organizations.

Doherty has worked in varied roles while at Ernst & Young LLP. In addition to serving clients, she currently serves as the Americas assurance operations leader. Previously, Doherty was the Northeast financial accounting advisory services health leader, and the Americas leader for climate change and sustainability services.

Doherty has a comprehensive understanding of the challenges facing health organizations throughout the Northeast and across the country, with experience ranging from financial statement audits to business advisory services such as financial feasibility studies, capital financing projections, policy and procedure reviews and merger and acquisition due diligence.

Bill Grambo is Senior Vice President and Head of the Commercial Segment for ASSA ABLOY Americas Division headquartered in New Haven, CT and has been with ASSA ABLOY for nearly 14 years.

Bill Started his career at ASSA ABLOY as the General Manager for SARGENT Manufacturing. In 2018, he was promoted to the role of President of the Access and Egress Hardware Group and then last year, when the Americas Segment Structure was formed, he was promoted into his current role. Prior to joining ASSA ABLOY, Bill managed a division of Danaher Corporation, and prior to that spent nearly a decade both in consumer products and the electronic components industries. 

Bill's commitment to growing the business, as well as growing and developing his employees has been instrumental to the ongoing success of the company and its people.

Jessica lorio, Senior Vice President and Business Director for the Northeast Private Wealth Division at Rockefeller Capital Management, has close to 15 years of financial services industry experience. In her role, Jessica is responsible for overseeing daily operations for ten Private Wealth Management teams as well as leading the recruitment efforts for private wealth management teams when they transition to the Rockefeller platform. She is dedicated to evaluating and improving the efficiency of all facets of the private wealth business and plays a vital role in the client on-boarding process to ensure a positive client experience. Prior to beginning her role as Business Director in March of 2019, Jessica was Senior Vice President for Vios Advisors at Rockefeller Capital Management, the inaugural private wealth team to join Rockefeller Capital Management.

In her role as Senior Vice President, she focused on executing client investment programs, analyzing investment opportunities and overseeing all operations for the practice. With her breadth of experience and knowledge, Jessica was the main point of contact for Vios Advisor's multi-generational clientele. In addition, she guided important financial decisions by helping to create and monitor effective portfolios with client's best interests in mind.

Jessica began her career in 2006 at Morgan Stanley as a Client Service Associate. Prior to Rockefeller, she spent a 10 years at HighTower. Jessica has a B.S. in Finance from Quinnipiac University where she attended on a soccer scholarship. As the founder of Bayonne's Liberty Elite Soccer Program, Jessica has remained dedicated to the game of soccer through her involvement in youth soccer programs across the tri-state area. Jessica currently holds her Series 7 and 63 licenses.

Matthew Liposky joined PRIM in 2013 and serves as PRIM’s Chief Investment Operating Officer. He is responsible for managing the PRIT Fund’s financial activities, including: investment performance reporting; investment accounting; operational due diligence; and investment manager onboarding and implementation. Prior to his position as CIOO, he served as Director of Investment Operations at PRIM. He has more than 13 years of experience in investment operations and worked at Liberty Mutual Investment Group and Bank of New York Mellon before joining PRIM. He earned a BS in Finance from Quinnipiac University.

Jonathan Lipschutz is a partner at Ernst & Young based in the Stamford, Connecticut office and has over 17 years of experience serving companies in a variety of industries. Lipschutz has spent the majority of his career serving domestic and multinational SEC registrants in a variety of industries. He has significant experience working with companies on various types of transactions including business combinations and divestitures, initial and secondary equity offerings, public and privately placed debt offerings, revenue recognition and income taxes. Through his involvement with his clients, Lipschutz has experience in assisting companies navigating through SEC comment letters. Most recently, Lipschutz has assisted his clients as part of their adoption and implementation of the FASB’s new accounting standard on revenue recognition — ASC 606, Revenue from Contracts with Customers. He serves as the Quinnipiac University Campus Coordinating Partner for EY.

Lipschutz graduated from Quinnipiac University in 2000 with a BS in Accounting and Computer Information Systems.

Karen currently serves as President and CEO of Humana Military, a wholly-owned subsidiary of Humana Inc. In this capacity, she holds accountability for setting the future vision for Humana’s relationship with the Department of Defense in serving the health care needs for Military families in TRICARE East. She is accountable for all financial and operational elements of the organization under this government contract which is valued at approximately $8 billion per year in healthcare expense and associated administrative costs.  Humana Military’s scope includes more than 3,100 associates and contractors serving nearly six million beneficiaries in 32 states. Humana Military delivers clinical programs and support, multi-channel customer service, development of provider networks and relationships, analytics and actuarial data insights, information technology platforms and strategic planning all in support of the TRICARE program and its beneficiaries.

Prior to joining Humana Military, Karen was Senior Vice President, Commercial Business and President of ConnectiCare, for the EmblemHealth family of companies in New York City. In this role, Karen had full accountability for the leadership and strategic direction of ConnectiCare and its affiliates and interactions with critical external stakeholders and regulators. She was also responsible for the business and financial results of the Commercial lines of business in the Connecticut and New York markets for ConnectiCare and EmblemHealth, respectively.

Prior to joining EmblemHealth, Karen was the Executive Director of Aetna’s Federal Plans business. She previously held other leadership roles at Aetna including Head of the Taft-Hartley Labor business and Head of National Accounts Retiree Solutions, and also served in other roles in National Accounts, Sales and Marketing.

Karen previously served on the boards of several organizations including the Governor’s Prevention Partnership, the Metro Hartford Alliance CT, and the Special Olympics of New York. She was an executive committee member of CT Insurance and Financial Services and a member of the Connecticut Office of Health Strategy Healthcare Benchmark Initiative Steering Committee.

Karen holds a bachelor’s degree in history from Fairfield University and an MBA from Quinnipiac University. She lives with her family in Hamden.

At Marcum, Joseph Natarelli is leader of the national construction industry practice group, as well as the office managing partner in New Haven, Connecticut. In addition, he is a member of the firm’s management committee. Natarelli has more than 30 years of experience with international accounting and consulting firms. He frequently serves as the lead audit engagement partner for a variety of consulting matters.

Natarelli is experienced in providing auditing and consulting services related to corporate acquisitions, divestitures, and mergers and refinancing. He is highly trained in the accounting and structuring of these transactions.

Jason Perlroth is a Principal and Head of Business Development at Southfield Capital, a premier lower middle-market private equity firm, where he is responsible for leading the deal origination efforts, assessing investment opportunities and overseeing the marketing and communication activities.

Jason brings nearly 20 years of experience as an advisor and executive within private equity and investing.

Prior to joining Southfield, Jason was a Principal and the Head of Business Development at BHMS Investments, a North American-focused private equity firm. At BHMS, he oversaw the sourcing and evaluation of investment opportunities and managed the firm's external relationships, which included lenders for acquisition and portfolio company debt financing needs.

Previously, Jason was a member of the executive team at Sutton Place Strategies. Having joined SPS as a founding employee and key member, Jason was integral to the firm’s growth and helped lead its operations, strategic initiatives and corporate development from building out the organization to developing technology, streamlining processes, hiring, and creating best practices. In addition, he was the head of the Research and Analysis division.

Prior to joining SPS, Jason co-founded Grand Run Capital, a real estate private equity independent sponsor investing in commercial multi-tenant and multi-family value-add and sale-leaseback properties. Earlier in his career, Jason worked in the Business Development group at American Capital and also worked at Greenwich Associates, a strategic consulting and market research firm, and Moore Capital Management.

Jason holds a Bachelor of Science in Finance with honors from Quinnipiac University. In addition to serving on the Quinnipiac University School of Business Dean's Advisory Council, he is also a longtime volunteer and was previously a mentor coach with America Needs You. Jason is a member of the Finance Committee for the nonprofit arts organization Pentacle (DanceWorks, Inc.) as well.

Jonathan Potokin joined Darby in 2015 as managing director, finance and administration, with oversight responsibility of Darby’s financial and administrative operations. He is also a member of the Darby senior management team and Darby compliance oversight group.

Prior to joining Darby, Potokin was director of finance at K2 Advisors, a Franklin Templeton Investments company, where he oversaw and reviewed financial records for various Franklin Templeton subsidiaries. In his capacity as director of finance, Potokin collaborated with counterparts throughout Franklin Templeton to manage K2’s financial reporting, tax matters, information flows and requests. Prior to joining K2 Advisors, Potokin worked at Ernst & Young as a senior auditor in the asset management assurance advisory business services department.

Potokin has a BS in Financial Management, an MS in Accounting and an MBA from Quinnipiac.

Michael Rettagliata ’03 is the Chief Financial Officer for Audax Private Debt.

Prior to joining Audax in 2017, Mike was a Vice President on the Real Estate Debt Strategies (BREDS) team at The Blackstone Group. He also previously worked as a Senior Accountant at Deloitte Consulting.

Mike received a BS in Accounting from Quinnipiac University.

David L. Reynolds is a retired partner in Marcum’s tax & business services division and partner-in-charge of the firm’s New Haven accounting services group, which provides comprehensive accounting and tax services to closely-held businesses and their owners. He handled a diverse client base including businesses in the manufacturing, environmental, not-for-profit, health care and distribution industries. In addition to his primary role as a trusted adviser, Reynolds, a certified fraud examiner (CFE), is called upon to conduct financial forensic engagements and fraud examinations. He also excels at the development of complex pricing models and projections, and has experience as a court appointed receiver and conservator.

Prior to joining the firm in 1984, Reynolds served as an auditor/investigator for a commodity futures exchange and held various accounting positions. He speaks to business groups, civic organizations and universities on topics related to fraud and forensic accounting.

Holly J. Raider became the dean of the Quinnipiac School of Business on July 1, 2021. Dean Raider is an expert in strategy, leadership change, business transitions and stakeholder engagement in high-stakes, turn-around situations.

An award-winning educator, Dean Raider has spearheaded educational innovation and advanced the access, quality and impact of business education in a career spanning several distinguished business schools, including the Kellogg School of Management at Northwestern University, the Booth School of Business at the University of Chicago and INSEAD in Fontainebleau, France.

Dean Raider has more than 20 years of experience as an educator and leader of collaborative global partnerships with corporations, government, healthcare systems, professional sports organizations and international universities.

At Quinnipiac, Dean Raider leading the pathway to distinction in holistic business education that prepares learners for meaningful careers and lives in dynamic, interdependent global environments through excellence in teaching, research, and real-world experiential learning. Dean Raider is leading the School of Business in planning a state-of-the-art building, launching innovative programs, leading the capital campaign for the school, expanding the faculty and developing strategic capabilities, including executive education, business alumni engagement and research centers. She serves on the executive committee of the partnership between Quinnipiac and Hartford HealthCare.

Before joining Quinnipiac, Dean Raider was clinical professor of management at the Kellogg School of Management, where she served as a managing director of executive education from 2014-21 and as associate dean of academic and faculty initiatives from 2016-18. She led the collaborative implementation of Kellogg’s first fully online, non-degree programs, spearheaded faculty development, created Kellogg’s Advanced Management Program and created SPARK, an innovative teaching incubator that brought together experts from wide-ranging fields. She oversaw both Kellogg's AACSB accreditation review and Kellogg's participation in Northwestern's 10-year program review.

Dean Raider earned her bachelor's degree from Barnard College and her PhD in sociology from Columbia University. Her research includes the areas of career development, networks and knowledge transfer. Her current work focuses on preparing young professionals for the workplace of the future. Dean Raider was recently featured in HBR’s special issue on the New Rules of Networking. Dean Raider was honored with a teaching award from Northwestern’s Business Institutions Program and with a Northwestern Wildcat Excellence Award.

Director of Development
School of Business and School of Computing & Engineering